Trailhead Week 2 - Monday Flashcards
A user is
anyone who logs in to Salesforce.
(ex) employees
sales reps
managers
IT specialists
Every user in Salesforce has a _____ __________
user account
The username must be formatted like an _____ __________ and must be unique.
email address
A user license determines which _________ the user can access in Salesforce
features
Profiles come with a set of permissions which grant access to: (4)
- particular objects
- fields
- tabs
- records
Roles determine what users can see in Salesforce based on where they are located in the role _________.
hierarchy
Users at lower levels can’t see ______ owned by users above them, or in other branches, unless sharing rules grant them access
data
An ______ is a short name to identify the user on list pages, reports
alias
Usernames must:
be in the format of an email
When you create a user, you can:
Generate a new password and notify the user by email immediately
Record-Level Security: The permissions on a record are always evaluated according to a combination of:
Object–
field–
record–level permissions.
Record Level security: When object– versus record–level permissions conflict, the most __________ ________ win.
restrictive settings
You can never use organization–wide defaults to grant users more access than they have through their ________ ___________.
object permission
Sharing Model: Private
Only the record owner, and users above that role in the hierarchy, can view, edit, and report on those records.
Sharing Model: Public Read Only
All users can view and report on records but not edit them. Only the owner, and users above that role in the hierarchy, can edit those records.